Citizens Memorial Health Care System Profit Sharing Plan
Sponsored by Citizens Memorial Hospital District · EIN 431142176 · Plan #001
- Total assets
- $40.9M
- Net assets
- $40.9M
- Active participants
- 2,410
- With balances
- 1,737
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping fees, Account maintenance fees, Claims processing | $47,523 |
| Global Retirement Partners, Llc | Consulting (general), Consulting fees | $43,400 |
| Lpl Financial | Consulting (general), Insurance services, Insurance brokerage commissions | $43,400 |
| Financial Finese Enterprise | Consulting (general), Consulting fees | $36,792 |
| Elliott, Robinson & Company, Llp | Accounting, Direct payment from the plan | $36,000 |
| Cbiz Financial Solutions, Inc. | Consulting (general), Insurance services, Insurance brokerage commissions | $31,699 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $221 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |